特朗普关税引爆连锁反应，价格飙升正在席卷美国市场。周一，美股期货开盘走低，市场担忧涨价潮将导致消费需求萎缩和通胀压力上升的双重打击。 亚马逊近千种商品平均涨价29%，而Shein美容和健康类商品中排名前100的产品平均涨价51%，部分品类商品价格暴涨高达377%。 这波价格调整不仅影响在 线零售商，还波及宝洁、联合利华等消费品巨头。 电商平台掀起涨价潮 在特朗普政府关税政策威胁下，电商巨头们已开始大规模涨价行动。 亚马逊平台上的商家正面临严峻抉择：要么提高价格，要么自行承担美国新关税带来的额外成本。而这些卖家早已面临利润被挤压的困境。过去几年，仓储、 配送、运输和广告费等成本不断上升，同时激烈的平台竞争也带来了价格压力。 另据媒体报道，快时尚巨头Shein在即将到来的小包裹关税实施前大幅提高了美国产品价格。 数据显示，Shein在美国大部分物价上涨发生在周五，部分品类的涨幅明显高于其他品类。美国市场上Shein的美容和健康类商品中排名前100的产品较周四平 均涨价51%，家居厨房产品和玩具平均涨幅超过30%，一款10件套厨房毛巾价格暴涨377%，女装价格平均上涨8%。 媒体对50件不同类别商品的抽样调查发现， ...

Group 1 - Multiple CEOs from global companies have warned of price increases across various consumer goods, including chocolate, diapers, and automobiles, due to high tariffs and raw material costs, which will impact global consumer demand and inflation risks [1][2] - Procter & Gamble estimates that current and upcoming tariffs will increase its annual costs by $1 billion to $1.5 billion, with plans to raise product prices to offset this cost pressure [1] - Morgan Stanley analysts suggest that Procter & Gamble may need to raise prices by 1% to 2% on average to cope with tariff impacts, although the specific increase will vary by product type and region [1] Group 2 - Unilever and Nestlé have already begun raising prices on some products in response to rising raw material costs, with Nestlé's CEO indicating further price hikes may occur if tariffs continue to push costs up [2] - PepsiCo has opted for a different strategy by introducing "value versions" of popular products to attract consumers, although this often results in reduced product specifications while effectively increasing unit prices [2] - Ford has announced plans to raise new car prices if tariff relief is not provided, while Hyundai is taking a cautious approach, willing to absorb some tariff costs to maintain or expand market share [2] Group 3 - Some companies, like Tractor Supply, are delaying price increases despite suppliers raising costs, aiming to avoid dampening consumer demand amid uncertainty [3] - Economists expect that the tariffs imposed by the Trump administration will lead to renewed inflationary pressures, with the Federal Reserve closely monitoring price trends to prevent short-term shocks from becoming long-term inflation [3] - Consumer confidence in the U.S. has been affected, with surveys indicating rising inflation expectations among consumers, despite some spending increases in March due to preemptive purchases [3] Group 4 - Despite warnings from businesses and consumers about economic challenges, Trump has attempted to downplay the negative impacts, claiming significant decreases in gas and grocery prices [4] - The reality of corporate actions and market feedback suggests a more pessimistic outlook, with a new wave of price increases indicating that consumers may face a more expensive lifestyle ahead [4]

Q1 2025 Performance Highlights - Unilever Power Brands achieved 3.0% underlying sales growth (USG), driven by 1.3% underlying volume growth (UVG) and 1.7% underlying price growth (UPG)[9] - Beauty & Wellbeing turnover reached €3.3 billion, with 4.1% USG, comprising 1.5% UVG and 2.5% UPG[15, 16] - Personal Care reported 5.1% USG, with 2.4% UVG and 2.7% UPG, fueled by strong Dove performance[21] - Home Care experienced 1.0% USG, with flat UVG and 0.9% UPG, impacted by destocking in Brazil and business resets in China & Indonesia[24] - Foods saw a 1.6% USG, with (1.1)% UVG and 2.7% UPG, affected by a decline in Unilever Food Solutions (UFS) China due to the timing of Chinese New Year[28] - Ice Cream achieved 1.8% USG, with (0.5)% UVG and 2.2% UPG, driven by innovation and operational improvements[30] Regional Performance - North America showed 6.2% USG, with 4.0% UVG and 2.1% UPG, representing 22% of Group turnover[34] - Europe reported 3.2% USG, with 3.0% UVG and 0.2% UPG, accounting for 20% of Group turnover[34] - Latin America experienced 1.5% USG, with (3.0)% UVG and 4.6% UPG, representing 14% of Group turnover[34] - Asia Pacific Africa achieved 2.0% USG, with 0.6% UVG and 1.3% UPG, accounting for 44% of Group turnover[34] Financial Outlook and Strategic Initiatives - Q1 2025 turnover was €14.8 billion, a (0.9)% decrease including a (2.7)% impact from net disposals[36] - Unilever reconfirmed its full-year 2025 financial outlook, projecting underlying sales growth within the 3-5% range and modest improvement in underlying operating margin[39, 40] - The separation of the Ice Cream business is on track to be completed by the end of 2025, with operational separation by July 1st and reporting as a discontinued operation from Q4[37, 38]

Core Viewpoint - European blue-chip companies Unilever and Nestle reported first-quarter sales exceeding market expectations after significantly raising prices to offset soaring commodity costs. Both companies warned that global consumers would bear a substantial portion of these costs due to escalating trade tensions and rising commodity prices [1][2]. Group 1: Company Performance - Unilever and Nestle experienced a rebound in sales after losing market share during the pandemic due to inflation, with both companies indicating that they are raising prices selectively while maintaining a focus on consumer response in a competitive environment [1][2]. - Nestle's CEO noted that consumer confidence is evidently weak globally, not just in the U.S., and that significant price increases have occurred in certain markets, with some reaching double digits [1][2]. - Unilever's sales in emerging markets, which account for nearly 60% of its revenue, showed unexpected weakness, relying more on price increases than volume growth [4][5]. Group 2: Market Challenges - The U.S. retail sector has underperformed since April, with consumer confidence at its lowest since June 2022, driven by uncertainties from trade policies and inflation concerns [3]. - High inflation and interest rates in Latin America have suppressed consumer demand, leading to negative sales growth in countries like Mexico and Argentina for Unilever [4][5]. - Both companies reiterated their outlook for improved sales growth despite the challenges, with Unilever expecting a slight increase in its operating profit margin compared to 2024 levels [5]. Group 3: Consumer Sentiment - Consumer sentiment surveys indicate a significant decline in confidence, with expectations of worsening financial conditions and increased unemployment fears among respondents [3]. - The ongoing pressure on consumers is acknowledged by Unilever's CEO, who mentioned that price increases are a last resort to protect profit margins [5].

Unilever has threatened to pull funding for the Ben & Jerry’s Foundation – escalating its battle to muzzle the left-leaning ice cream brand’s progressive activism, according to a report.The company has demanded Ben & Jerry’s Foundation submit to an expedited audit of its donations to continue receiving funding, sources familiar with the matter told Reuters.Unilever, which is based in London, gives approximately $5 million to the foundation each year, based on a formula of the ice cream company’s sales and i ...

Group 1 - The primary goal of the "High Income DIY Portfolios" Marketplace service is to provide high income with low risk and capital preservation for DIY investors [1] - The service offers seven portfolios designed for income investors, including retirees or near-retirees, featuring 3 buy-and-hold portfolios, 3 rotational portfolios, and a 3-bucket NPP model portfolio [1] - The portfolios include two high-income portfolios, two dividend growth investment (DGI) portfolios, and a conservative NPP strategy portfolio aimed at low drawdowns and high growth [1]

这是新消费智库第 2 6 1 6 期文章 新消费导读 1.Crocs携手Marimek ko推出首款合作系列 2.怡宝魔力运动饮料1L装新品全国上市 3. Inner Brightnes s推出Ak kermans ia益生菌补充剂 4.必胜客披萨有蛇出没 5.承德露露跨界推出露露草本「养生饮」 6.圣农发展拟11.26亿元收购太阳谷剩余54%股权 7.达能拟在德国爱他美工厂进行重大投资 8.美国拟成立Ti kTok美国独立公司，亚马逊等多方竞购 9.联合利华宣布收购Wi ld 10.Safi lo收购眼镜品牌Blender s多数股权 11.真维斯关闭澳洲所有门店 12.ZITA TAN发布2025秋冬系列 13.上美股份AI智能化妆品无人车间已正式投产 14.GymNation打造全球首个于健身房中的酒店 15.AUTEUR发布「星际漫游」系列 新消费 1.Crocs携手Marimek ko推出首款合作系列 怡宝官宣魔力运动饮料1L装新品全国上市。新品特别添加电解质、氨基酸、GLU葡萄糖和维生素B6，助力身体代谢、提供能量，1L大容量， 为不同流汗场景提供补充。（食业头条） 3. Inner Bright ...

Group 1 - Unilever gained more than 10% in 2025 to date on a total return basis, while the S&P 500 lost almost 9% [1] - Unilever represents around 7% of the portfolio weight, making it one of the largest positions for the analyst [1] - The approach taken is mostly value-oriented, focusing on long-term chances or risks rather than short- to mid-term timing indicators [1] Group 2 - The analyst holds a beneficial long position in Unilever shares through stock ownership, options, or other derivatives [2] - The article expresses the analyst's own opinions and is not compensated for it, aside from Seeking Alpha [2] - Seeking Alpha clarifies that past performance is not a guarantee of future results and does not provide specific investment recommendations [3]

Group 1 - Unilever has a strong market position in Europe, is increasing sales in India, and is developing new premium products [1] - The company benefits from a powerful scale and a deep brand portfolio, which supports its growth strategy [1] Group 2 - The analyst has extensive experience in private banking, corporate finance, and strategic advisory across multiple continents [1] - The focus is on providing well-researched insights into various industries and asset classes, including high-growth technology equities and undervalued blue-chip stocks [1]

中国烧烤烤肉产业新里程：联合利华饮食策划与花 椒餐服集团达成深度合作 2025年3月24日,《联合利华饮食策划总冠名2025中国烧烤烤肉大会签约发布会》在辽宁沈阳隆重举办,吸 引众多产业领导、嘉宾及媒体的广泛关注。 中国烧烤烤肉大会由花椒餐服集团主办,大会始终聚焦烧烤烤肉赛道,通过链接烧烤烤肉上下游产业,凝聚 行业力量,促进行业交流,旨在构建良性循环的行业生态系统。自2018年起,已经成功举办四届大会,已然成 为立足东北、辐射全国的垂直盛会,更是业内公认的权威的产业交流与合作平台。花椒餐服集团基于与 联合利华饮食策划对烧烤烤肉市场的深刻理解和共同愿景,促成本次高度契合的联袂合作。 签约发布会上,双方领导的致辞让现场嘉宾对合作充满期待。花椒餐服集团创始人滕飞先生表示,此次合 作将为烧烤烤肉行业注入蓬勃活力和发展机遇,并进一步促进全产业链路搭建。 联合利华饮食策划北区销售策略与运营负责人曹站立先生则强调,联合利华饮食策划提供餐饮解决方案 侧的专业力及创新力,凭借其在调味品领域的实战优势和对行业的前沿理解,通过菜式研发和数字化工具, 为餐饮从业者提供全方位支持。相信在双方强强联合下,必将共同打造更具影响力的行业盛会 ...